EQUILIBRIUM INFINITY GLOBAL

FR001400RWF6 (R)

Dans le cadre d’une gestion discrétionnaire, le FCP cherche à réaliser, sur la durée de placement recommandée de 5 ans, une performance nette de frais supérieure à celle de son indicateur de référence mentionné ci-dessous.
Pour atteindre cet objectif et après la mise en oeuvre d’une analyse de thématiques d’investissement, la gestion privilégiera une exposition aux marchés actions, tout en s’autorisant une exposition pouvant atteindre jusqu’à 40 % de l’actif net aux marchés obligataire.

As of September 23, 2025

Net asset value

105.05 €

Assets under management

1.80 M €

Performance ytd

3.57 %

Risk and Return Profile
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Management team

    Sébastien Mazille

    Manager

Features

  • PEA

    Non

  • SFDR

    Article 8

  • Date of origin

    July 27, 2024

  • Recommended investment period

    5 ans

Performance trends

Past performance is not a reliable indicator of future performance

As of September 23, 2025 EQUILIBRIUM INFINITY GLOBAL Reference indicator
Net asset value 105.05 € 109.40 €
Total net assets 1.80 M € -
YTD 3.57 % 6.37 %
1 year performance - -
3 years performance - -
5 years performance - -
10 years performance - -
Volatility 1 year 9.89 % 11.66 %

Performance since inception ¹ (see characteristics)

EQUILIBRIUM INFINITY GLOBAL 5.05 %
Reference indicator ² 9.40 %

Annualized performance ¹

EQUILIBRIUM INFINITY GLOBAL Reference indicator
1 year performance - -
3 years performance - -
5 years performance - -
Performance since inception 5.29 % 9.86 %

Performance scenarios at

The figures shown include all costs of the product itself, but not necessarily all fees due to your advisor or distributor. These figures do not take into account your personal tax situation, which may also affect the amounts you receive. What you receive from this product depends on future market performance. Future market trends are random and cannot be accurately predicted. The unfavorable, intermediate and favorable scenarios presented represent examples using the best and worst performances, as well as the average performance of the product over the last 10 years. Markets may evolve very differently in the future. The stress scenario shows what you could achieve in extreme market situations.

Investment Scenarios for 10,000 EUR Recommended Holding Period of 3 Years If you exit after 1 year If you exit after 3 years
Minimum : There is no guaranteed minimum return. You could lose all or part of your investment.
Stress What you could get after deduction of costs 6 192.00 EUR 5 805.00 EUR
Average annual return -38.08 % -10.31 %
Unfavorable What you could get after deduction of costs 8 641.00 EUR 10 761.00 EUR
Average annual return -13.59 % 1.48 %
Moderate What you could get after deduction of costs 10 658.00 EUR 14 569.00 EUR
Average annual return 6.58 % 7.82 %
Favorable What you could get after deduction of costs 13 389.00 EUR 17 822.00 EUR
Average annual return 33.89 % 12.25 %

The unfavorable, intermediate and favorable scenarios presented are examples using the best and worst performances, as well as the average performance of the product over the last 10 years. The stress scenario shows what you could achieve in extreme market situations. Markets could evolve very differently in the future. What you get from this product depends on future market performance. Future market trends are random and cannot be accurately predicted.

Documents

Previous versions of regulatory documentation are available on request.

En application des dispositions du règlement UE N° 833/2014 la souscription des parts de ce fonds est interdite à tout ressortissant russe ou biélorusse, à toute personne physique résidant en Russie ou en Biélorussie ou à toute personne morale, toute entité ou tout organisme établi en Russie ou en Biélorussie sauf aux ressortissants d’un État membre et aux personnes physiques titulaires d’un titre de séjour temporaire ou permanent dans un État membre.